![]() If you bill retainers, you can schedule a year’s worth of retainer billings for each client.Up to 3 sales taxes can be tracked for each client account.Each client can have a custom set of billing rates.If you number jobs by client, their next job number is saved in the client’s Account Info tab.A standard creative team can be assigned to each client, which is copied to every new job.A client account can have many sub-accounts (i.e., divisions), which can roll up together on selected reports.Each client can have multiple billing/shipping address, each with its own preset sales tax.Clients can be categorized by AE, biz dev, and profit center.Client accounts can be tagged as inactive if they haven’t done work for a while, but are still potential business.Each client account has a contact list of people there you work with, everyone from an admin assistant to the CEO.The client dashboard is a one-stop-shop for everything you want to know about a client account.To see client accounts, choose My > Clients You can choose to age each invoice and subtotal by client, or just show totals for each client.Īny staff member can see client accounts if they have the right user permission however, only AEs/PMs and power users can add, edit, or delete client accounts. ![]() Outstanding balances are tracked by client, so you’ll always know just who owes you money - and for how long - by printing client account aging reports from Snapshots. Many different billing types and options are available to customize invoices for different clients. So when it’s time to bill, the total unbilled amount - or any part of it - is quickly and accurately invoiced. When the cost is posted, both the cost and the billable amounts update the job ticket. ![]() So you can analyze the client’s costs and billings anytime during the month.Ĭlients can be billed automatically, based on the costs on the job. The unbilled amount on the client’s job is updated whenever costs or billings are posted. Work in Progress reports are printed to subtotal by client, or printed for just one client or job. When jobs are billed, the work from several different clients can be combined on one invoice - and even billed to an entirely different client account.Ĭosts, billings, and the unbilled amount are tracked on the client’s job(s). Anyone who authorizes work can be added as a separate client account. A large corporate client, for example, might have 100 different departments or contacts who initiate jobs. This makes it easy to print job lists, cost summaries, and profitability reports by client.įor better job tracking, you can have many clients from the same organization. Everything you do (time sheets, POs, payables, journal entries) gets a client code, which is copied automatically from the job ticket. Every job ticket is opened for one client.Įvery client has a unique account number or code (e.g., ABC), which identifies the client throughout the system. In fact, there’s limit to the number of clients in your database. Clients & Profits can manage jobs, estimates, costs, and billings for hundreds of clients. The client account maintains important details about your customers: name, contacts, address, telephone numbers, and balances. Clients are the most essential part of your Clients & Profits database for one simple reason: A job ticket can't be opened without one.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |